①According to market news, Nvidia A closed-door summit will be held next week to address the increasingly severe power shortage problem in the AI era;② This move highlights the key role of energy in the AI race and demonstrates Nvidia's strategic layout to build an industrial ecosystem to ensure future growth.
With the explosive growth of the AI industry, a serious challenge is intensifying: the power supply, a core infrastructure of the AI industry, is struggling to meet demand. This is especially true for AI chips. As a leader in the field, Nvidia is addressing this challenge that could hinder the industry's development.
According to market sources, Nvidia will hold a closed-door summit next week aimed at addressing the increasingly severe power shortage dilemma in the AI era .
The summit will bring together executives from startups in the power and electrical engineering sector to explore potential solutions.
This move highlights the crucial role of energy in the AI race and demonstrates Nvidia's strategic plan to build an industrial ecosystem to ensure future growth.
Reports indicate that Nvidia plans to host this summit at its headquarters in Santa Clara, California, with a core focus on cracking the " data center " bottleneck that may hinder AI development. The problem of "electricity shortage".
It is worth noting that some of the companies participating in the summit have already received equity investment from Nvidia.
This indicates that Nvidia's strategy has moved beyond simple technical discussions and delved into the capital level, aiming to build an energy solutions ecosystem that can support its core business.
These startups offer a wide range of products, from software to physical power equipment technology, demonstrating that Nvidia is seeking a comprehensive, multi-dimensional solution to address power challenges.
Earlier this month, Morgan Stanley The cumulative power deficit for U.S. data centers from 2025 to 2028 has been revised upward from 44 gigawatts to 47 gigawatts, a deficit equivalent to the electricity consumption of nine Miamis or fifteen Philadelphias.
Goldman Sachs It was previously pointed out that the power consumption of AI server clusters far exceeds the pace of grid expansion, and power supply may become the biggest bottleneck in the AI era. The bank believes that the key to determining who can build the next wave of data centers is not faster chips, but more innovative power financing solutions.
(Article source: CLS)
